Timothy Robert Croak
Investment adviser representative at Croak Capital
21 yearsExperience
1 stateRegistered in
ChFC®Designation
$363.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Purshe Kaplan Sterling InvestmentsJul 2021 to now
- Croak CapitalJul 2018 to now
- Croak Asset Management, LLC dba Croak CapitalJul 2018 to now
- Ameritas Investment CorpJan 2005 to Jul 2021
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
State registrations
Registered as an investment adviser representative in 1 state (OH).
Croak Capital
Legal name: Croak Asset Management, LLC
$363.9MAssets managed
784Clients
7Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1673702
- Firm CRD
- 297666